Our goal is to create confidence at every stage of the planning process. One way we do that is to be transparent in where we are in the process.
Step 1 |
Introduction Call
Formal introduction to Thirteen Twenty-Two Advisors, our Process and to book our first appointment.
Step 2 |
FIT Meeting
We use our FIT process to ensure we are building a foundation for a long-term relationship, we can both be comfortable with, based on a full understanding of each other.
Step 3 |
Discovery Meeting
Complete the Personal Financial Profile which is a deep dive into your goals and objectives, as well as your current situation.
Step 4 |
Planning Review and Implementation Meeting
Meet to review prioritize and enact recommended strategies and solutions
Step 5 |
Personal Financial Organizer Meeting
We use our FIT process to ensure we are building a foundation for a long-term relationship, we can both be comfortable with, based on a full understanding of each other.
Step 6 |
Ongoing Strategic and Tactical Meetings
Complete the Personal Financial Profile which is a deep dive into your goals and objectives, as well as your current situation.
